Competency Assessment Task - Create/Edit General

Use the General tab to create a new assessment task or manage general information for an assessment task.

To access competency assessment tasks, go to Admin > Tools > Performance Management > Competency Assessment Tasks.

  • To create a new task, click Add Task. You must complete the General tab to move to the Competency Model tab.
  • To edit an assessment task, in the Options column, click View Settings for the appropriate assessment task.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Competency Assessment Task Administration Grants ability to create/assign competency assessment tasks and manage activity within those tasks. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Performance - Administration

Define Task

Enter or edit the information in this section as defined below.

Task Name

The name that display to users. This field is required and the character limit is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Description

The description that displays on Scheduled Tasks page. The character limit is 500. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Instructions

The instructions that display to the user on the first page of assessment task. The character limit is 3000. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Task Period

The task period that defines the start and end dates of the Assessment Task. The end date corresponds to the end date of the task for the user. Based on the date selected, the task closes at 11:59 PM.

Component

Select one of the following:
  • Competency Assessment Task - This configuration has one defined model and recipients for the overall task.
  • User-Defined Competency Assessment - This configuration allows an assessee to determine who their assessors will be, and optionally, what model will be used in the assessment.
  • SMP Based Competency Task - SMP-based competency tasks are created to be completed as a sub-step within an SMP task. For that reason, the SMP-based task setup is simplified to only include the appropriate options. See SMP-Based Competency Assessment Task - Create.
  • ATS Competency Task - ATS competency tasks are created to be completed as a sub-step within an application workflow or job requisition. For that reason, the ATS task setup is simplified to only include the appropriate options. See ATS Competency Assessment Task - Create.
  • Review Based Competency Task - Review-based competency tasks are created to be completed as a sub-step within a performance review. For that reason, the Review-based task setup is simplified to only include the appropriate options. See Review-Based Competency Assessment Task - Create.

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